Roehl & Yi Investment Advisors, LLC
Position in CFR — Cullen/Frost Bankers, Inc.
CIK 2097566
Eugene, OR
Position in CFR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,119,188
+$131,390 QoQ
Shares Held
7,243
+0.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#236
of 566 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CFR Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Roehl & Yi Investment Advisors, LLC holds $3,539,547 across 6 Banks - Regional names. CFR ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BANR |
Banner Corp
|
17,378 | $1,154,594 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
This page
|
7,243 | $1,119,188 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
35,669 | $477,310 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
9,906 | $317,487 | |
| 5 | TFC |
Truist Financial Corp
|
5,305 | $264,295 | |
| 6 | EWBC |
East West Bancorp Inc
|
1,601 | $206,673 |
All Filings in CFR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,119,188 | 7,243 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $987,798 | 7,206 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $916,927 | 7,241 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $922,124 | 7,274 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $972,533 | 7,566 | Shares | Sole | 2026-05-29 | |
| 2025-03-31 | $947,263 | 7,566 | Shares | Sole | 2026-05-29 | |
| 2024-12-31 | $1,030,905 | 7,679 | Shares | Sole | 2026-05-29 | |
| No filing history on record for this holder in this stock. | ||||||